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GPS Associate Programme: Investment Advisor(m/w/x)
Description
In this dynamic role, you will prepare tailored investment proposals and support pitches while developing innovative ideas that align with clients' objectives. Your day-to-day responsibilities will involve analyzing portfolios and providing insights to enhance client relationships.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •Bachelor’s or Master’s degree in Banking, Finance, Business Administration, Economics, or related discipline
- •CFA Charterholder or enrollment in CFA Exams
- •Italian native level, fluency in English, additional language(s) advantageous
- •2-3 years of professional experience
- •Demonstrated entrepreneurial spirit, proactive, self-motivated, comfortable taking initiative
- •Strong analytical and conceptual thinking abilities
- •Excellent interpersonal, communication, and presentation skills
- •Service-oriented mindset with dedication to client support excellence
- •Systematic, precise, and resilient working style under tight deadlines
- •Eligibility to work in the country of application
Education
Work Experience
2 - 3 years
Tasks
- •Prepare client investment proposals
- •Tailor portfolio and investment recommendations
- •Support client and prospect pitches with presentation materials
- •Provide investment insights and market opportunities
- •Develop innovative investment ideas aligned with clients' objectives
- •Assess clients' needs and risk profiles
- •Assist in preparing regular portfolio reviews
- •Conduct portfolio analysis
Languages
Italian – Native
English – Business Fluent
- CH10 - BJB Bank Julius Baer & Co. Ltd.Full-timeOn-siteExperiencedLugano
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GPS Associate Programme: Investment Advisor(m/w/x)
The AI Job Search Engine
Description
In this dynamic role, you will prepare tailored investment proposals and support pitches while developing innovative ideas that align with clients' objectives. Your day-to-day responsibilities will involve analyzing portfolios and providing insights to enhance client relationships.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •Bachelor’s or Master’s degree in Banking, Finance, Business Administration, Economics, or related discipline
- •CFA Charterholder or enrollment in CFA Exams
- •Italian native level, fluency in English, additional language(s) advantageous
- •2-3 years of professional experience
- •Demonstrated entrepreneurial spirit, proactive, self-motivated, comfortable taking initiative
- •Strong analytical and conceptual thinking abilities
- •Excellent interpersonal, communication, and presentation skills
- •Service-oriented mindset with dedication to client support excellence
- •Systematic, precise, and resilient working style under tight deadlines
- •Eligibility to work in the country of application
Education
Work Experience
2 - 3 years
Tasks
- •Prepare client investment proposals
- •Tailor portfolio and investment recommendations
- •Support client and prospect pitches with presentation materials
- •Provide investment insights and market opportunities
- •Develop innovative investment ideas aligned with clients' objectives
- •Assess clients' needs and risk profiles
- •Assist in preparing regular portfolio reviews
- •Conduct portfolio analysis
Languages
Italian – Native
English – Business Fluent
About the Company
CH10 - BJB Bank Julius Baer & Co. Ltd.
Industry
FinancialServices
Description
The company is focused on wealth management, providing personalized financial services and solutions to clients.
- CH10 - BJB Bank Julius Baer & Co. Ltd.
GPS Associate Programme: Investment Advisor(m/w/x)
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Audit Assistant - Financial Services(m/w/x)
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Full-timeOn-siteSeniorLugano - CH10 - BJB Bank Julius Baer & Co. Ltd.
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Full-timeOn-siteSeniorLugano